Resources

Businesses

The Benefits of Outsourcing Your Plan’s 401(k) Responsibilities

As a business owner, you owe it to your employees to provide the best possible retirement plan. Many business owners understand the weight of this responsibility (and the potential liabilities) but some may not.

Bill Cannon AIF®, QKA®

Mar 10, 2021

Media appearances

Forbes: How To Manage The Net Investment Income Tax (NIIT)

Chris Schiffer, Senior Vice President, Financial Advisor - CRP quoted in Forbes.com on why you might consider a charitable remainder trust (CRT) to reduce NIIT liability. Click here to read the full article.

Mar 9, 2021

Media appearances

CNBC: Disabled Americans May Want to Save their Stimulus Money in an ABLE Account

Charlie Massimo, Senior Vice President, Financial Advisor quoted in an article written by CNBC on what an ABLE account is and how it works. Click here to read the full article.

Mar 9, 2021

Tax Planning

Tax Benefits of Homeownership

Maximize your tax benefits as a homeowner. Learn how to deduct mortgage interest, property taxes, and points, understand capital gains exclusions, and navigate rules for home improvements and repairs.

Mar 9, 2021

Investing

March 2021 Investment Commentary

Explore how rising Treasury yields, inflation concerns, and sector rotation shaped markets in February 2021. Learn why Value stocks surged and bonds struggled.

Gary Quinzel CFA®, CFP®

Mar 8, 2021

Investing

March 2021 Investment Commentary

Explore how rising Treasury yields, inflation concerns, and sector rotation shaped markets in February 2021. Learn why Value stocks surged and bonds struggled.

Gary Quinzel CFA®, CFP®

Mar 8, 2021

Resources

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The Benefits of Outsourcing Your Plan’s 401(k) Responsibilities

Forbes: How To Manage The Net Investment Income Tax (NIIT)

CNBC: Disabled Americans May Want to Save their Stimulus Money in an ABLE Account

Tax Benefits of Homeownership

March 2021 Investment Commentary

March 2021 Investment Commentary